Everstar Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Everstar Asset Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.29M	Buy	80,001 +31,125	+64%	+$1.62M	2.07%	7
2026 Q1	$2.41M	Sell	48,876 -3,066	-6%	-$160K	1.28%	11
2025 Q4	$2.84M	Sell	51,942 -599	-1%	-$31.9K	1.53%	9
2025 Q3	$2.83M	Sell	52,541 -2,765	-5%	-$147K	1.61%	7
2025 Q2	$2.9M	Sell	55,306 -5,689	-9%	-$282K	1.77%	7
2025 Q1	$3.04M	Sell	60,995 -7,892	-11%	-$396K	2.01%	5
2024 Q4	$3.33M	Buy	68,887 +1,394	+2%	+$67.4K	2.36%	5
2024 Q3	$3.06M	Buy	+67,493	New	+$2.95M	2.1%	4

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Everstar Asset Management's XLF Position: Q2 2026 in Review

Everstar Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 64% in Q2 2026, buying an estimated $1.62M and bringing the position to 80,001 shares worth $4.29M. The position accounts for 2.07% of the portfolio, ranked #7.

Everstar Asset Management first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Everstar Asset Management held 80,001 shares of State Street Financial Select Sector SPDR ETF worth $4.29M as of Q2 2026.
Everstar Asset Management bought 31,125 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.62M.
State Street Financial Select Sector SPDR ETF made up 2.07% of Everstar Asset Management's portfolio in Q2 2026, its #7 holding.
Everstar Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.